Wealthstream Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Sell |
1,471
-1,072
| -42% | -$195K | 0.04% | 130 |
|
|
2025
Q1 | $404K | Buy |
2,543
+79
| +3% | +$12.5K | 0.08% | 87 |
|
|
2024
Q4 | $297K | Buy |
2,464
+82
| +3% | +$9.87K | 0.05% | 115 |
|
|
2024
Q3 | $289K | Buy |
2,382
+34
| +1% | +$4.13K | 0.05% | 109 |
|
|
2024
Q2 | $238K | Sell |
2,348
-8
| -0.3% | -$811 | 0.09% | 118 |
|
|
2024
Q1 | $216K | Buy |
+2,356
| New | +$216K | 0.08% | 126 |
|